Customers : How to create a flag
This article contains step-by-step instructions on how to set a new flag for customers.
Step-By-Step:
Step 1: Select the CUSTOMERS module from the module navigation menu. Next, select Customer from the left side of the window. The system will show existing customers in the ALL CUSTOMERS window.

Step 2: To set a flag for a new customer click on the
Add Customer button. The system will generate a new
ADD CUSTOMER window. Fill in all the necessary info in the
GENERAL INFO and
MEMBER INFO.

Step 3: Select SET FLAG under the General tab. Input all the necessary info, then click on the Add Flag button. The flag created will be set to the customer.

Step 4: To set a flag for an existing customer, click
View/Edit from the existing customer's
ACTION section. The system will open a customer window. Select the
SET FLAG tab under the
General tab
. Fill in the necessary info, then click the
Add Flag button. A flag will be set for the customer.

